Semus Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.71M | Buy |
65,202
+1,803
| +3% | +$103K | 2.4% | 9 |
|
|
2025
Q1 | $3.62M | Buy |
63,399
+4,139
| +7% | +$237K | 2.52% | 7 |
|
|
2024
Q4 | $3.41M | Buy |
59,260
+5,182
| +10% | +$298K | 2.26% | 10 |
|
|
2024
Q3 | $3.22M | Buy |
54,078
+2,236
| +4% | +$133K | 2.25% | 9 |
|
|
2024
Q2 | $2.94M | Buy |
51,842
+1,825
| +4% | +$103K | 2.27% | 10 |
|
|
2024
Q1 | $2.89M | Sell |
50,017
-12,653
| -20% | -$732K | 2.44% | 8 |
|
|
2023
Q4 | $3.45M | Buy |
62,670
+1,456
| +2% | +$80.1K | 2.82% | 5 |
|
|
2023
Q3 | $3.28M | Buy |
61,214
+5,739
| +10% | +$307K | 3.05% | 7 |
|
|
2023
Q2 | $3.07M | Buy |
55,475
+10,408
| +23% | +$576K | 2.82% | 7 |
|
|
2023
Q1 | $2.46M | Buy |
45,067
+7,013
| +18% | +$383K | 2.65% | 7 |
|
|
2022
Q4 | $2.07M | Buy |
+38,054
| New | +$2.07M | 2.52% | 6 |
|